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RUBENSTEIN PARTNERS
Cira Centre, 2929 Arch Street
28th Floor
Philadelphia, Pennsylvania 19104-2868
Tel: 215-563-3558
About RUBENSTEIN PARTNERS
RUBENSTEIN PARTNERS, formally registered with the SEC as RUBENSTEIN PARTNERS. The firm was established in 03/30/2012. They have over 4 offices throughout the country.
RUBENSTEIN PARTNERS is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $681,000,000 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 51 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156988 |
| SEC# | 801-74293 |
| Assets Managed by Firm | $681,000,000 |
| No. of Clients | 12 |
| No. of Advisors | 51 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PERCENTAGE OF AGGREGATE CAPITAL CONTRIBUTIONS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12 | $681,000,000 |
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